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Tony Shan

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Cloud Methodology

- Comprehensive Approach

Cloud computing tends to mandate a reset of traditional structured forms of definition, analysis, modeling, design, development, and deployment in IT solutioning. Methodology is critical for identifying key variables and influencing factors in a technology paradigm, and thus predicting how those aspects will change and evolve in response to certain inputs and market forces.

Cloud Methodology is the systematic description of comprehensive methods and techniques that are applied in the discipline for cloud computing. The following is a conceptual structure of a holistic cloud methodology, developed out of a number of real-world engagements and advanced applied research initiatives in the cloud field:


The model comprises 4 components: Context, Approach, Knowledge, and Enablement (CAKE)

  • Context: a contextual metamodel, represented by Cloud Advancement Blueprint and Cloud Capability Map
  • Approach: an end-to-end process model, represented by Cloud Adoption Lifecycle Framework and Cloud Roadmapping Toolkit
  • Knowledgebase: a special kind of repository for cloud knowledge management, represented by Cloud Ontology and Cloud Body of Knowledge
  • Enablement: a set of effective means and patterns to operationalize cloud computing, represented by Cloud Engineering and Cloud Accelerators

CAKE constitutes a constructive generic framework, which may be broken down in sub-processes, combined, changed sequence, or augmented with customizations and extensions.

I'll present this framework in the upcoming 3rd International Cloud Symposium. Come and join the discussion.

More Stories By Tony Shan

Tony Shan works as a senior consultant, advisor at a global applications and infrastructure solutions firm helping clients realize the greatest value from their IT. Shan is a renowned thought leader and technology visionary with a number of years of field experience and guru-level expertise on cloud computing, Big Data, Hadoop, NoSQL, social, mobile, SOA, BI, technology strategy, IT roadmapping, systems design, architecture engineering, portfolio rationalization, product development, asset management, strategic planning, process standardization, and Web 2.0. He has directed the lifecycle R&D and buildout of large-scale award-winning distributed systems on diverse platforms in Fortune 100 companies and public sector like IBM, Bank of America, Wells Fargo, Cisco, Honeywell, Abbott, etc.

Shan is an inventive expert with a proven track record of influential innovations such as Cloud Engineering. He has authored dozens of top-notch technical papers on next-generation technologies and over ten books that won multiple awards. He is a frequent keynote speaker and Chair/Panel/Advisor/Judge/Organizing Committee in prominent conferences/workshops, an editor/editorial advisory board member of IT research journals/books, and a founder of several user groups, forums, and centers of excellence (CoE).